First Global

Overview

First Global is an SEC-registered investment adviser that operates as a hedge-fund-classified firm and provides portfolio management across individual, pooled-vehicle, and institutional clients. The firm registered with the SEC in 2021 and is owned through a combination of foreign-entity and individual ownership. Its client mix includes both individuals/families and institutional investors. Compensation includes a percentage-of-AUM component along with performance-based fees, consistent with its hedge-fund activities. First Global does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm lists advisory services for separate accounts and pooled investment vehicles, and it maintains ties with broker-dealer networks and other investment advisers. Those affiliations, together with its fee arrangement, suggest a hybrid model that runs both managed accounts and at least one pooled hedge fund vehicle.

Assets & Accounts

Public Holdings

Investments & Alternatives